Every financial journey tells a deeply personal story. Our team leverages our industry experience to build financial planning strategies that address your needs and priorities.
Our focus is on building high-quality relationships and providing consistent communication through all phases of life.
During your initial consultation, we work together to outline your goals and priorities. This allows us to create a comprehensive plan to support your short-term and long-term goals. As inevitable life changes occur, we adjust your plan to suit your needs.
When it comes to your finances, you should feel comfortable working with a professional who keeps you up-to-date on the latest news. We understand the importance of regular and frequent communication, and our clients can expect to hear from us on a regular basis.
We aim for our clients to feel respected and leave our meetings knowing that we value their insights and experiences. At Chip Marcus Wealth Management, we work as your partner, arming you with the wisdom and experience to help pursue your financial goals.
Senior Vice President, Financial Advisor
Client Service Associate
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.